Jobot
VP of Finance – Family Office
Location: Rockland County, NY (in-office) Salary: $200,000 – $220,000 per year Position Summary
The VP of Family Office Finance is the senior-most finance professional within the family office, responsible for overseeing all financial operations, reporting, and entity management across a portfolio of investments, including real estate and operating companies. While operating companies maintain their own internal finance teams, this role ensures top-level oversight, strategic alignment, and financial integrity across all family-controlled entities. Key Responsibilities
Maintain centralized oversight of all family investments, including real estate and operating companies. Track capital contributions, distributions, ownership percentages, and performance metrics. Build and maintain dashboards and reporting tools using AppFolio Investment Management. Prepare quarterly and annual investment summaries for family stakeholders. Develop and deliver ad hoc executive summaries for family stakeholders as needed. Ensure reporting is timely, accurate, and tailored to decision-making needs. Manage banking relationships for all family-controlled entities. Oversee execution of capital calls, distributions, and wire transfers with speed and precision. Monitor cash positions and liquidity across entities and recommend capital movements as needed. Oversee accounting and bookkeeping for real estate and investment entities. Coordinate with external accountants for tax filings, K-1s, and audit support. Maintain entity records, ownership structures, and compliance documentation. Ensure accurate intercompany accounting and reconciliation across entities. Serve as the liaison between the family office and finance teams at operating companies. Review high-level financials, monitor performance, and ensure alignment with family office reporting standards. Support strategic financial decisions, including recapitalizations, exits, and reinvestments. Own the implementation, optimization, and ongoing use of AppFolio Investment Management. Ensure data integrity, timely updates, and effective use of the platform for reporting and analysis. Integrate AppFolio with other systems or tools as needed to support broader financial visibility. Qualifications
10+ years of experience in finance, accounting, or investment operations, ideally within a family office, private equity, or real estate investment environment. Deep understanding of LP structures, entity-level accounting, and investment reporting. Strong command of AppFolio Investment Management or similar platforms. CPA or CFA preferred but not required. High integrity, discretion, and responsiveness in handling sensitive financial matters. Why Join Us
Family office with major positions across multiple industries. Large charitable contributions. Enterprise-level financial leadership role. Comprehensive benefits package. In-office role aligning with executive on-site schedule. Employment Type
Full-time Equal Opportunity Statement
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot’s Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy.
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Location: Rockland County, NY (in-office) Salary: $200,000 – $220,000 per year Position Summary
The VP of Family Office Finance is the senior-most finance professional within the family office, responsible for overseeing all financial operations, reporting, and entity management across a portfolio of investments, including real estate and operating companies. While operating companies maintain their own internal finance teams, this role ensures top-level oversight, strategic alignment, and financial integrity across all family-controlled entities. Key Responsibilities
Maintain centralized oversight of all family investments, including real estate and operating companies. Track capital contributions, distributions, ownership percentages, and performance metrics. Build and maintain dashboards and reporting tools using AppFolio Investment Management. Prepare quarterly and annual investment summaries for family stakeholders. Develop and deliver ad hoc executive summaries for family stakeholders as needed. Ensure reporting is timely, accurate, and tailored to decision-making needs. Manage banking relationships for all family-controlled entities. Oversee execution of capital calls, distributions, and wire transfers with speed and precision. Monitor cash positions and liquidity across entities and recommend capital movements as needed. Oversee accounting and bookkeeping for real estate and investment entities. Coordinate with external accountants for tax filings, K-1s, and audit support. Maintain entity records, ownership structures, and compliance documentation. Ensure accurate intercompany accounting and reconciliation across entities. Serve as the liaison between the family office and finance teams at operating companies. Review high-level financials, monitor performance, and ensure alignment with family office reporting standards. Support strategic financial decisions, including recapitalizations, exits, and reinvestments. Own the implementation, optimization, and ongoing use of AppFolio Investment Management. Ensure data integrity, timely updates, and effective use of the platform for reporting and analysis. Integrate AppFolio with other systems or tools as needed to support broader financial visibility. Qualifications
10+ years of experience in finance, accounting, or investment operations, ideally within a family office, private equity, or real estate investment environment. Deep understanding of LP structures, entity-level accounting, and investment reporting. Strong command of AppFolio Investment Management or similar platforms. CPA or CFA preferred but not required. High integrity, discretion, and responsiveness in handling sensitive financial matters. Why Join Us
Family office with major positions across multiple industries. Large charitable contributions. Enterprise-level financial leadership role. Comprehensive benefits package. In-office role aligning with executive on-site schedule. Employment Type
Full-time Equal Opportunity Statement
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot’s Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy.
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